Rent the Runway (RENT) Operating Leases (2021 - 2026)
Rent the Runway's (RENT) quarterly Operating Leases came in at $40.0 million in Q2 2026, down 10.31% on a YoY basis from $44.6 million in Q2 2025, and up 12.04% quarter-over-quarter from $35.7 million in Q1 2026.
Analysis
Rent the Runway (RENT) Operating Leases (2021 - 2026) Analysis & Trends
Rent the Runway (RENT) has reported Operating Leases for 6 consecutive years, with $40.0 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Operating Leases fell 10.31% year-over-year to $40.0 million; the trailing twelve-month figure through Apr 2026 stood at $40.0 million (down 10.31% YoY), and the FY2026 full-year result was $35.7 million, down 12.93% from the prior year.
- Operating Leases grew to $40.0 million in Q2 2026 per RENT's latest filing, from $35.7 million in the prior quarter.
- Across five years, Operating Leases topped out at $49.6 million in Q4 2023 and bottomed at $35.7 million in Q1 2026.
- Historically, Operating Leases has averaged $43.7 million across 5 years, with a median of $44.2 million in 2022.
- The sharpest annual moves came in 2023 and 2024: Operating Leases decreased 17.46% in 2023, then grew 18.28% in 2024.
- Over 5 years, Operating Leases stood at $43.9 million in 2022, then grew by 12.98% to $49.6 million in 2023, then declined by 6.65% to $46.3 million in 2024, then declined by 8.42% to $42.4 million in 2025, then retreated by 5.66% to $40.0 million in 2026.
- According to Business Quant data, Operating Leases over the past three periods registered $40.0 million, $35.7 million, and $42.4 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Amazon Com | 2,715.83 Bn | 2,592.85 Bn | 198.88 Bn |
| 2 | JD.com | 38.35 Bn | 5.80 Bn | 16.50 Bn |
| 3 | Coupang | 26.39 Bn | 20.28 Bn | 2.49 Bn |
| 4 | Wayfair | 12.93 Bn | 11.79 Bn | 1.05 Bn |
| 5 | Pattern | 3.43 Bn | 3.09 Bn | 384.36 Mn |
| 6 | GigaCloud Technology | 1.89 Bn | 1.51 Bn | 105.56 Mn |
| 7 | Revolve | 1.41 Bn | 1.07 Bn | 196.67 Mn |
| 8 | Yunji | 960.83 Mn | 935.36 Mn | - |
| 9 | ATRenew | 650.10 Mn | 388.98 Mn | -705.59 Mn |
| 10 | Rent the Runway | 91.92 Mn | 91.92 Mn | 66.30 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Apr 30, 2026 | 40.00 Mn |
| Jan 31, 2026 | 35.70 Mn |
| Oct 31, 2025 | 42.40 Mn |
| Jul 31, 2025 | 43.50 Mn |
| Apr 30, 2025 | 44.60 Mn |
| Jan 31, 2025 | 41.00 Mn |
| Oct 31, 2024 | 46.30 Mn |
| Jul 31, 2024 | 47.10 Mn |
| Apr 30, 2024 | 48.00 Mn |
| Jan 31, 2024 | 45.30 Mn |
| Oct 31, 2023 | 49.60 Mn |
| Jul 31, 2023 | 40.50 Mn |
| Apr 30, 2023 | 41.60 Mn |
| Jan 31, 2023 | 38.30 Mn |
| Oct 31, 2022 | 43.90 Mn |
| Jul 31, 2022 | 45.20 Mn |
| Apr 30, 2022 | 46.50 Mn |
| Jan 31, 2022 | 46.40 Mn |
| Oct 31, 2021 | 47.30 Mn |
| Jan 31, 2021 | 51.50 Mn |